The market isn’t pricing in true risk of Iranian blunder because it believes Trump is rational
Markets are acting like the Iran crisis will blow over. If Hormuz closes, that fantasy could end in inflation, fuel shortages and recession.
Recession
-
-
National’s economic doom spiral is now upon us and social cohesion is disintegrating – why running NZ as a company is killing us
The economy is buckling, social cohesion is fraying, and the fantasy of running New Zealand like a company is collapsing.
-
Markets refuse to price in an Iranian disaster
Markets are acting like this ends quietly. History — and reality — suggest otherwise.
-
How does our new Nordic Ice Queen Reserve Bank Governor ‘look through’ 7.5% inflation?
You can’t “look through” 7.5% inflation. If it lands, something breaks — and it won’t be the theory.
-
The NZ Economy and global economy will go into recession because of Trump
The recession isn’t coming — it’s already here. Trump lit the fuse, but local political choices are making the explosion worse.
